Remote 401(k) Plan Operations Specialist

Guidant Financial; Roswell (GA); Remote; USD 44,100 - 53,900; Full time

Benefits offered by this job

Comprehensive health coverage

Generous 401k match

Three weeks of Paid Time Off

Flexible work arrangements

Ongoing training and career development

Job summary

A leading financial services firm is seeking a Retirement Plan Specialist to work remotely. In this role, you will assist clients in administering 401(k) plans, ensuring accurate reporting, and keeping clients informed. Ideal candidates will possess strong communication skills, attention to detail, and experience with Excel. This position offers competitive pay and benefits, including health coverage and paid time off, supporting a vibrant company culture focused on empowerment and inclusion.

Qualifications

• Must be 18 years of age.
• Meticulous attention to detail and proactive approach to problem solving.
• Basic knowledge of 401(K) plan structure is preferred.

Responsibilities

• Work with clients to obtain necessary information for annual reporting.
• Review documents for completeness and accuracy.
• Reconcile plans using Excel and administration software.
• Utilize software to complete 401(k) testing and reporting.
• Prepare required government filings like IRS Form 5500.

Skills

Verbal communication

Written communication

Customer service

Attention to detail

Organization

Proactive problem-solving

Mathematical skills

Analytical skills

Education

Associate's or bachelor's degree in business or finance

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

A leading financial services firm is seeking a Retirement Plan Specialist to work remotely. In this role, you will assist clients in administering 401(k) plans, ensuring accurate reporting, and keeping clients informed. Ideal candidates will possess strong communication skills, attention to detail, and experience with Excel. This position offers competitive pay and benefits, including health coverage and paid time off, supporting a vibrant company culture focused on empowerment and inclusion.